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SII Investments’s Waste Management WM Stock Holding History

SII Investments’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,643
Closed -$207K – 598
2017
Q3 		$207K Buy
+2,643
New +$201K 0.01% 547
2016
Q3 		– Sell
-4,677
Closed -$311K – 641
2016
Q2 		$311K Buy
+4,677
New +$283K 0.03% 426

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SII Investments's WM Position: Q4 2017 in Review

SII Investments sold out of Waste Management (WM) in Q4 2017, closing a stake of 2,643 shares — an estimated $207K sold.

SII Investments first reported a position in WM in Q2 2016 and held it in 2 quarters. The position peaked at $311K in Q2 2016. 1,080 funds tracked by Wall St. Rank hold WM as of Q4 2017.

  • SII Investments reported no remaining Waste Management position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 2,643 Waste Management shares in Q4 2017, an estimated $207K.
  • SII Investments first reported a position in Waste Management in Q2 2016 and held it in 2 quarters.
  • SII Investments's Waste Management position peaked at $311K in Q2 2016.
  • 1,080 funds tracked by Wall St. Rank held Waste Management as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.